Skip to content
Disclosery

EverSource Wealth Advisors, LLC: TSLA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EverSource Wealth Advisors, LLC on TSLA, newest first. How the timeline and the estimate are built.

EverSource Wealth Advisors, LLC held 81,299 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,299 shares
    Change vs previous 13F -5,185 shares

    1.15% of the 13F portfolio, value $34,194,516.

    13F-HR 0001710537-26-000007 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 86,484 shares
    Change vs previous 13F +5,360 shares

    0.98% of the 13F portfolio, value $32,150,556.

    13F-HR/A 0001710537-26-000006 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 81,124 shares
    Change vs previous 13F +3,608 shares

    1.34% of the 13F portfolio, value $36,483,040.

    13F-HR 0001710537-26-000001 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 77,516 shares
    Change vs previous 13F -817 shares

    1.36% of the 13F portfolio, value $34,472,503.

    13F-HR 0001710537-25-000009 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 78,333 shares
    Change vs previous 13F +803 shares

    1.12% of the 13F portfolio, value $24,883,752.

    13F-HR 0001710537-25-000006 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 77,530 shares
    Change vs previous 13F +3,959 shares

    1.1% of the 13F portfolio, value $20,092,526.

    13F-HR 0001710537-25-000003 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 73,571 shares
    Change vs previous 13F +287 shares

    1.67% of the 13F portfolio, value $29,710,874.

    13F-HR 0001710537-25-000001 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 73,284 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $19,173,285.

    13F-HR 0001710537-24-000010 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).